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Description
The Lead Management System is an all-encompassing module designed to effectively oversee the entire lead management workflow. This module includes key functionalities ranging from lead capture to assignment and final closure. You can send your leads directly to the CRM Inbox, where the software automatically generates leads, assigns them to the appropriate users, and notifies customers via Email or SMS. It seamlessly captures website contact form submissions as emails and forwards leads to the CRM Inbox for automatic lead creation. Forwarding portal leads to the CRM ensures that lead information is accurately mapped to the lead screen within the system. Furthermore, leads can be automatically distributed to the sales team based on their source, with assigned users receiving notifications via Email or SMS. Users can also track the history of leads, complete with status updates and a timeline that highlights aging issues. The CRM is designed to support sales territories based on location and products, and user access can be restricted according to territory rules. Additionally, users can attach relevant documents related to leads or customers, while all essential marketing materials can be stored in a centralized location for easy access. This streamlined approach not only enhances efficiency but also fosters better communication and organization within the sales process.
Description
OxyCRM is a customer relationship management solution built to help small, medium, and large businesses improve sales processes, customer service, marketing operations, and customer engagement. The platform centralizes customer data, communications, incidents, leads, campaigns, workflows, and reporting so employees can collaborate more effectively and access important information in real time. Its intelligent dashboards, graphical reports, and analytics tools provide visibility into CRM performance, marketing effectiveness, lead generation, conversions, and service activities. OxyCRM supports multi-channel customer interaction management across email, SMS, inbound and outbound call centers, websites, walk-ins, postal communications, social media, and external agencies. The system can automatically read emails, process SMS messages, manage uploaded incidents, trigger workflows, and send notifications or escalations through email and SMS. Users can configure workflows, categorize queries, attach documents to incidents, reassign cases, set reminders, and track open or closed customer issues from a single screen. The platform also includes modules for enterprise lead management, customer profiles, channel partners, targets, incentives, campaigns, KYC, IVR integration, commissions, and knowledge base management. As a web-based CRM, OxyCRM can be deployed quickly and accessed through a subscription model. By combining automation, analytics, communication tools, and customer data management, OxyCRM helps organizations improve productivity, reduce errors, and build stronger customer relationships.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$5 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Cratio
Founded
2009
Country
India
Website
www.cratiocrm.com
Vendor Details
Company Name
SunSmart Global
Founded
2004
Country
India
Website
sunsmartglobal.com/oxycrm/
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
